We collect various information about you, your family, your business, and other individuals (e.g., employees as part of providing business services). This information may include:

• Contact Information (e.g., name, phone, email address)

• Dates of Birth

• Social Security Numbers and other government identification numbers (e.g., EIN, ITIN)

• Financial Information (e.g., income, deduction, credits, revenue, assets, expenses)

• Payment Data (e.g., checking, debit and credit account numbers, account balances, payment history)

• Payroll Information (related to business services)

• Log-In Information (if needed)

• Demographic Information

We collect this information from the following categories and sources:

• Information you voluntarily provide. If you choose not to provide certain information requested, we may be unable to properly help you. We may rely upon this information to better advise on the products, services, or tools we use.

• Information related to transactions that you complete or propose to complete with us or our partners.

• Information from the Internal Revenue Service (IRS), other government entities, and certain non-affiliated third parties (e.g., credit reporting agencies).

• Information we receive when you request services or information from us or our partners, with whom we have a business relationship, enter contests or sweepstakes, or complete surveys or polls.

Our use and disclosure of your information is controlled by various laws, regulations, and other legal requirements, as well as LHRB Tax Service policies. We may use or disclose information that we collect, subject to the terms of this privacy notice and consistent with applicable law. The examples contained in this notice are illustrations; they are not intended to be exclusive.

• We do not sell or rent your information to third-party direct marketers.

• With your consent or where otherwise permitted by law, we may disclose your information to service providers who perform business functions on our behalf (including service providers who perform "auxiliary services" in connection with tax return preparation, as permitted by IRC Section 7216, and service providers who help deliver advertising tailored to your interests). We require service providers to have written contracts that specify appropriate use of your personal information, require them to safeguard your personal information, and prohibit them from making unauthorized or unlawful use of your personal information.

• We may disclose your information to affiliates or non-affiliated third parties (including government entities) when we have a good faith belief that such disclosure is required or permitted by law. This may occur, for example, in connection with a court order, legal process, or other judicial, administrative or investigative proceeding. This may occur in other situations as part of our business operations (including disclosure to LHRB Tax Services or disclosures as part of the sale of our business or assets).

• Where permitted or required by law, we may use or disclose your information for our normal business purposes. For example, this may include assigning you a unique identifier or disclosures to the IRS.

• As permitted by law, we may use, or disclose to our affiliates, your information to offer you products and services that we believe may interest you. This may include delivery of newsletters and publications. In certain situations, involving information collected for tax return preparation, we may be required to have your consent before we disclose this information.

• Where permitted by law, we may disclose your information to joint marketers and business partners with whom we have joint marketing agreements. We require all joint marketers to have written contracts with us that specify appropriate use of your information, require them to safeguard your information, and prohibit them from making unauthorized or unlawful use of your information. If a state law (or other law) requires us to give you the right to opt-out prior to any disclosure of your information for joint marketing, we will not disclose your information for such purposes without providing such opt-out or obtaining your consent to such disclosure.